Meet the Southeast Team

Serving the Southeast for more than 50 years

Manning & Napier is a financial services firm that has been helping clients reach their goals for more than 50 years. We provide comprehensive wealth management solutions that fully integrate financial planning & investment management for individuals, families, business owners, non-profit organizations, and other institutions.

Our clients are provided with a dedicated wealth management team with one common goal: helping you make the best decisions for your future. Our team will listen intently to your needs & concerns, create a personalized, comprehensive financial plan that includes elements like tax management, retirement planning, estate planning, and more. You’ll enjoy personalized, one-on-one service and receive ongoing investment advice, monitoring of your portfolio, and peace of mind knowing you’re on track to meet your goals. Your money and your future is personal, and your experience should be too.

Our Areas of Expertise

  • Financial Planning
  • Tax Management
  • Estate Planning
  • Trust Administration & Custodial Services
  • Retirement Planning
  • Investment Management

  • Business Planning, from start-up to exit strategy
  • Non-Profit Investment Management & Financial Planning
  • Generational Wealth Transfer, Management, and Education
  • Widows & Divorcees

Southeast Regional Office

150 Second Avenue North, Suite 800
St. Petersburg, FL 33701
Phone: (727) 214-2600
View Map

Firm Headquarters

290 Woodcliff Drive
Fairport, NY 14450
Phone: (585) 325-6880
Phone: (800) 551-0224
Fax: (585) 325-5617
View Map

Sign up to receive the latest financial planning and investment tips and news.

View all Preferences